Derrek Metz (CRD# 4599680) is an Investment Advisor Representative working at Moneco Advisors in New Canaan, CT and has over 21 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | New Canaan, CT | Sep 2021 - Current | 2 |
Moneco Advisors, LLC | Fairfield, CT | Sep 2021 - Current | 2 |
Mml Investors Services, LLC | Stamford, CT | Mar 2017 - Sep 2021 | 4 |
Massachusetts Mutual Life Insurance Company | Stamford, CT | Jul 2016 - Sep 2021 | 5 |
Metlife Securities Inc. | Stamford, CT | Jan 2012 - Mar 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- CT
- TX
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Total Assets Under Management1,472MILLIONS
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Total Number of Accounts5,152ACCOUNTS
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Average Account Value$285,719
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA
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